John Amos is a financial advisor with McClelland Wesley Wealth Management in Parkton, MD. He holds Series 63, 65, and 66 licenses and has 22 years of industry experience. He has been with McClelland Wesley Wealth Management since 2014. Outside of his advisory role, he plans to establish an insurance agency separate from his RIA. McClelland Wesley Wealth Management provides portfolio management and financial planning services to individuals, high-net-worth clients, pension and profit-sharing plans, and charitable organizations. The firm uses a combination of charting, fundamental, technical, cyclical, and quantitative analysis within a modern portfolio theory framework and serves both retail and institutional clients, including pension consulting.

Brian Bordenkircher is a financial advisor at BDB Wealth Advisors LLC in Red Lion, PA, holding Series 65 and Series 66 credentials with three years of industry experience. He previously worked at Edward Jones and has experience with Borden Creations LLC. He is also a licensed insurance agent. BDB Wealth Advisors provides portfolio management, financial planning, and pension consulting to individuals and employer-sponsored plans. The firm combines cyclical, fundamental, and technical analysis with modern portfolio theory and offers discretionary trading authority to implement client-specific allocations.

Kathleen Houseman is the principal advisor at Houseman Financial LLC and holds a Series 65 designation. She has over 28 years of experience, including a long tenure at McCormick & Company, Inc., and currently also works as a financial consultant and tax professional at William T Houseman CPA. Houseman Financial LLC provides investment supervisory services primarily through discretionary money-manager arrangements for institutional accounts, pooled vehicles, and retirement plans, while also supporting 401(k) programs with third-party administration. The firm employs a value-driven, fundamental analysis investment approach and offers financial planning and consulting services alongside public educational seminars.

Thomas Bonvissuto is the principal of Intero Financial Planning, LLC in Parkton, MD, with 29 years of industry experience. He holds the CFP®, CFA®, ChFC®, and Series 65 designations. Prior to founding Intero Financial Planning in 2019, he worked at The Financial Consulate Inc. and held roles at Lyft and Uber. He serves as a trustee for Sheppard Pratt Investment Inc., where he reviews investments monthly. Intero Financial Planning is an independent registered investment adviser serving individuals, including high-net-worth clients, as well as institutional entities such as pension plans, nonprofits, and corporations. The firm offers financial-planning-driven investment management, public educational seminars, annuity placement, and uses a multi-allocation strategy focused on ETFs, mutual funds, and a combination of passive and active management.

Samrang Vattana Hai is a CFA® charterholder and holds a Series 66 license with 17 years of industry experience. He is the principal advisor at Belleros Capital Management, LLC, an independent firm he founded after previous roles at Partnership Wealth Management and Horan Capital Management. In addition to advisory services, he is a licensed insurance agent and dedicates part of his professional time to insurance sales. Belleros Capital Management provides investment advisory and financial planning services to individuals and high-net-worth clients, focusing on tailored asset allocation and discretionary portfolio management. The firm emphasizes aligning investment strategies with clients’ risk tolerance and time horizon, employing various techniques including technical analysis and dollar-cost averaging.

Jordan Kreiner is the principal of Kreiner Financial Wealth Management, Inc. in Spring Grove, PA, with 39 years of industry experience. He holds Series 63 and Series 65 designations and has operated his own financial advisory and insurance businesses since 1994. Kreiner also serves as president of Kreiner Financial Group, Inc., which offers life and long-term care insurance as well as fixed annuities and estate inventory booklets. Kreiner Financial Wealth Management provides fee-based financial planning and consulting to individual clients, delivering tailored reports and bundled planning products. The firm does not manage client assets directly but supports implementation through third-party managers and conducts educational seminars and workshops at no charge.

Michael Summers is a CFP® with 41 years of industry experience, currently serving at Investment Research Corp. He has been affiliated with World Capital Brokerage, Inc. since 2008. Summers is also the owner of Summers Financial Planning and Investments, where he focuses on investment and insurance sales. Investment Research Corp provides investment supervisory services, portfolio management, and financial planning to both individual and institutional clients. The firm employs a fundamental approach to security analysis and offers a broad product range, including equities, debt securities, and mutual funds.

Arthur Gallo is a financial advisor with Lombard Advisers Incorporated, holding Series 63 and Series 65 licenses and seven years of industry experience. He has worked at Lombard Advisers since 2019 and previously held roles at NYLIFE Securities LLC and New York Life Insurance Co. Outside of his advisory work, he is involved with Corto Financial Group, focusing primarily on life, disability, and long-term care insurance sales, and participates in a partnership with Splash Financial to refer clients for medical student loan refinancing. Lombard Advisers provides investment management services to individuals, retirement plans, trusts, estates, charitable organizations, and small businesses. The firm employs a mix of discretionary and non-discretionary programs and uses various analytical methods to construct and monitor portfolios, with many clients retaining final trading authority.

Donald Oates is a financial advisor with Lombard Advisers Incorporated, holding the ChFC® and Series 63 designations and bringing 42 years of industry experience. He has been involved with Castle Realty since 1999 and Lombard Securities Incorporated since 1992. Outside of his advisory role, Oates is a FINRA arbitrator and provides seasonal tax preparation services. Lombard Advisers offers personalized investment management to individuals, retirement plans, trusts, estates, charitable organizations, and small businesses. The firm employs a variety of discretionary and non-discretionary management programs and utilizes fundamental, technical, charting, and cyclical analysis in portfolio construction, with a notable emphasis on non-discretionary accounts where clients retain final trading authority.

Justin Pierce is a financial advisor at AlphaStar Capital Management with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Terra Wealth Management and Primerica Advisors. Outside of his advisory role, Pierce owns THAT Guy's Graphics, a business that designs stationery, customer clothing, gifts, and photography. AlphaStar Capital Management is a registered investment adviser managing approximately $1.84 billion for individuals, trusts, small businesses, pension plans, and other advisers. The firm employs a mix of predefined model portfolios and custom strategies based on quantitative analysis, momentum evaluation, and third-party research, and offers a range of portfolio management and consulting services.

Frank Corto is a financial advisor with Lombard Advisers Incorporated in Tampa, FL, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He previously worked at Lombard Securities Incorporated, IFS Securities, and Summit Financial Group. Outside of his advisory role, he is the managing partner of Corto Financial Group, where he works with physicians and offers disability and life insurance products, and he is involved in a partnership with Splash Financial focused on refinancing medical student loans. He also has a financial interest in a Central Pennsylvania lacrosse club. Lombard Advisers provides personalized investment management to individuals, retirement plans, trusts, estates, charitable organizations, and small businesses. The firm offers a range of discretionary and non-discretionary portfolio management programs, utilizing fundamental, technical, charting, and cyclical analysis, with many clients retaining final trading authority.

Edward Hurlock Jr. is a CFA® charterholder with 34 years of industry experience. He is currently an advisor at Sowell Management and Nesher Wealth, having previously worked at United Income, Inc. and Calvert Investment Counsel. Outside of his advisory roles, he serves as President and Chairman of the Board of Trustees for St. Mary's Roland View Towers, a low-income senior housing organization. Sowell Management provides investment advisory and related services to a broad client base, including individuals, retirement plans, corporations, and institutions. The firm operates through an independent contractor model, offering portfolio management, financial planning, and sub-advisory services, supported by technology and compliance platforms.

Stephen Prindle is a financial advisor with Lombard Advisers Incorporated, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. He has worked at Lombard Advisers since 2017, with prior roles at IFS and Summit Brokerage Services. Outside of his advisory work, he is involved with Corto Financial, focusing on insurance products and facilitating medical student loan refinancing referrals through a partnership with Splash Financial. Lombard Advisers provides personalized investment management services to individuals, retirement plans, trusts, estates, charitable organizations, and small businesses. The firm employs both discretionary and non-discretionary investment programs, utilizing fundamental, technical, and cyclical analysis, with a majority of assets managed on a non-discretionary basis allowing clients to retain final trading authority.

Bryan Myers is a financial advisor with Brookwood Investment Group, holding Series 63 and Series 65 designations and bringing 30 years of industry experience. His prior roles include positions at Redwood Private Wealth, Sera Capital Management, H. Beck, and Strategic Asset Management, where he has also served as president of an insurance sales business since 2015. He is additionally the managing director of an insurance agency, Redwood Tax Specialists, since 2020. Brookwood Investment Group is a multi-advisor registered investment adviser managing approximately $1.06 billion for over 3,100 clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement-plan advisory services, utilizing a range of investment strategies and affiliated businesses to support its advisory model.

Virginia Woods is a financial advisor with Truist Advisory Services, holding a Series 66 designation and 11 years of industry experience. She has worked at Truist Advisory Services and its affiliated firms since 2015, including BB&T Investment Services and BB&T Securities. Truist Advisory Services is a large SEC-registered investment adviser serving individuals, corporations, retirement plan sponsors, and charitable organizations. The firm offers discretionary and non-discretionary investment solutions that combine model portfolios, third-party managers, and advisor-led asset allocation and fund monitoring.

Brittany Coburn is a financial advisor at Truist Advisory Services with one year of industry experience. She holds the Series 66 designation and has worked in various roles within Truist since 2019. Prior to her career in finance, she was employed in the hospitality sector. Truist Advisory Services is a large SEC-registered investment adviser serving individuals, corporations, retirement plan sponsors, and charitable organizations. The firm offers a range of discretionary and non-discretionary investment solutions combining model portfolios, third-party managers, and advisor-led asset allocation and monitoring.

Daniel Syron is a financial advisor at PNC Wealth Management with 11 years of industry experience. He holds a Series 66 designation and has worked with various PNC entities since 2016. Outside of his advisory role, he serves on the board of The Arc of York & Adams Counties. PNC Wealth Management offers retail brokerage and advisory services through model-based investment programs, including a digital offering that uses algorithm-driven model selection and executes through mutual funds and ETFs with annual rebalancing.

Thomas Baldwin is a financial advisor with AE Wealth Management, LLC, holding a Series 66 designation and nine years of industry experience. His prior roles include positions at Bank of America and Merrill from 2016 to 2023. Baldwin is also associated with Ilgenfritz Financial Group, where he engages in insurance sales and services. AE Wealth Management is an SEC-registered investment adviser serving a diverse client base that includes individual investors, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm employs a platform-centered approach combining model portfolios managed internally and by third parties, discretionary asset management, and financial planning services.

David Polischeck is a CFP® professional with 27 years of experience in financial advisory. He has worked at Creative Planning since 2018 and previously spent three years with Raymond James & Associates. Creative Planning offers investment advisory and financial planning services to a diverse client base including individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in assets and employs a financial planning–led investment process that incorporates low-cost indexing, buy-and-hold strategies, and supplemental approaches such as direct indexing and tax-loss harvesting.

Jason Zephir is a financial advisor at Empower Advisory Group with 21 years of industry experience. He holds a Series 66 designation and has previously worked at Charles Schwab, Ameriprise Financial Services, Bank of America, Merrill, and Scottrade. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, offering services integrated with Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and client savings rates through point-in-time financial plans and optional managed account solutions.